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Barden are delighted to be working with a leading wealth management company who are expanding their consulting team. This team is dedicated to private clients and the focus is on helping these clients to meet their strategic objectives.
‘This is a great opportunity for someone who is looking to make the move into wealth management and have the support as they progress in their career.’ Head of Operations
ABOUT THE ROLE
- Creating investment policies for private clients and helping them implement them
- Preparing institutional investment tenders and proposals
- Working closely with the Director in management of the client relationships
- Supporting Associate Director/Director in the management of consulting and being involved in Board meetings and presentations
- Dealing with client queries promptly and efficiently
- Conducting financial modelling
- Executing engagement plans for advisory relationships to ensure they receive proactive, relevant, and appropriate contact, investment advice and recommendations
- Ability to network with peers at industry events
- Ensuring that all activities and duties are carried out in full compliance with regulatory requirements,
ABOUT THE PERSON
- Degree or Masters in Business related area
- Ideally 1 year experience in investments/funds/banking role
- Completed or willing to complete QFA qualification
- Analytical skills and numerical ability
- A high degree of proficiency in Microsoft Office applications
- Demonstrable interest and understanding of investments
- A strong client focus, to ensure effective service delivery
Barden’s Financial Services recruitment practice is where FS professionals go before they start looking for a job. Make sure you get expert advice about your financial services career from Barden first – your future is just too important to leave to chance.
